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BXM Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BXM Wealth LLC

报告期 2026-03-31 · CIK 0002052379

持仓数

131

前50大市值合计

$101.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TR

UNIT SER 1

$16.6M

28,844

16.4%

AAPL APPLE INC

COM

$6.0M

23,538

5.9%

AVGO BROADCOM INC

COM

$4.6M

14,877

4.5%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$4.4M

185,134

4.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.2M

7,088

4.2%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$4.0M

129,746

3.9%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$3.3M

28,490

3.3%

GOOGL ALPHABET INC

CAP STK CL A

$3.1M

10,902

3.1%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$2.9M

29,915

2.8%

TQQQ PROSHARES TR

ULTRAPRO QQQ

$2.9M

69,338

2.8%

IJR ISHARES TR

CORE S&P SCP ETF

$2.4M

19,103

2.3%

UJAN INNOVATOR ETFS TRUST

US EQT ULTRA BF

$2.3M

55,195

2.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.3M

5,235

2.2%

NVDA NVIDIA CORPORATION

COM

$2.3M

13,059

2.2%

IGM ISHARES TR

EXPND TEC SC ETF

$2.1M

17,622

2.1%

JPM JPMORGAN CHASE & CO

COM

$2.0M

6,674

1.9%

MSFT MICROSOFT CORP

COM

$1.9M

5,001

1.8%

UPRO PROSHARES TR

ULTRPRO S&P500

$1.8M

18,799

1.8%

CVX CHEVRON CORPORATION

COM

$1.7M

8,427

1.7%

IDEV ISHARES TR

CORE MSCI INTL

$1.7M

20,418

1.7%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$1.6M

6,618

1.5%

COST COSTCO WHOLESALE CORPORATION

COM

$1.5M

1,489

1.5%

USMV ISHARES TR

MSCI USA MIN VOL

$1.4M

15,124

1.4%

GRNJ TIDAL TRUST III

FUNDSTRAT GRANNY

$1.3M

51,555

1.3%

AMZN AMAZON COM INC

COM

$1.3M

6,094

1.2%

NODE VANECK FDS

ONCHAIN ECONOMY

$1.1M

35,224

1.1%

WMT WALMART INC

COM

$1.1M

8,844

1.1%

RTX RTX CORPORATION

COM

$1.1M

5,513

1.0%

ORCL ORACLE CORP

COM

$1.0M

7,122

1.0%

JNJ JOHNSON & JOHNSON

COM

$1.0M

4,278

1.0%

IBM INTERNATIONAL BUSINESS MACHS

COM

$1.0M

4,187

1.0%

FDTX FIDELITY COVINGTON TRUST

DISRUPTIVE TECH

$954.0K

25,840

0.9%

GCOW PACER FDS TR

GLOBL CASH ETF

$934.7K

20,215

0.9%

IAU ISHARES GOLD TR

ISHARES NEW

$908.0K

10,300

0.9%

VB VANGUARD INDEX FDS

SMALL CP ETF

$906.2K

3,460

0.9%

IVES WEDBUSH SER TR

DAN IVES WEDBUSH

$895.9K

31,580

0.9%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$883.8K

16,000

0.9%

META META PLATFORMS INC

CL A

$863.9K

1,510

0.8%

CSCO CISCO SYS INC

COM

$859.4K

11,076

0.8%

ABBV ABBVIE INC

COM

$821.7K

3,778

0.8%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$805.1K

2,728

0.8%

IVV ISHARES TR

CORE S&P500 ETF

$791.0K

1,211

0.8%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$785.2K

33,881

0.8%

MA MASTERCARD INCORPORATED

CL A

$784.5K

1,570

0.8%

TXN TEXAS INSTRS INC

COM

$777.7K

4,006

0.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$766.5K

2,268

0.8%

LOW LOWES COS INC

COM

$763.4K

3,231

0.8%

NVS NOVARTIS AG

SPONSORED ADR

$739.3K

4,840

0.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$729.2K

4,985

0.7%

— EXXON MOBIL CORP

COM

$714.1K

4,209

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

QQQ16.4%AAPL5.9%AVGO4.5%GRNY4.3%VOO4.2%SCHD3.9%